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CIK: 0001696899
Total reported value
$4.3B
$4.3B
1347 檔
22.4%
As reported in its official Q4 2024 Form 13F filing, Independent Advisor Alliance's tracked investment portfolio stood at $4.3B with 1347 total positions.
During Q4 2024, Independent Advisor Alliance's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1347 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.16% | +3.65% | +9.71% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.81% | +7.15% | +35.25% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.80% | -2.98% | +2019.13% | |
| 4 | ABCB | Ameris Bancorp | Stock-Financials | 2.06% | +3.38% | -1.70% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.86% | -1.85% | +7157.87% | |
| 6 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.82% | -1.92% | — | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.82% | +1.49% | +8.51% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.72% | +1.89% | +6.53% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.70% | -1.13% | +3427.19% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.62% | -1.47% | +5961.25% | |
| 11 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.38% | -0.77% | EXIT | |
| 12 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.12% | -0.85% | EXIT | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.06% | -0.78% | +2338.09% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.05% | -1.57% | +6012.38% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.03% | -0.84% | +19950.48% | |
| 16 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.93% | -0.62% | — | |
| 17 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.88% | -0.57% | — | |
| 18 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.84% | -0.56% | — | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.71% | +1.28% | +12.92% | |
| 20 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.71% | -0.50% | — | |
| 21 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.67% | -0.35% | EXIT | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | -0.60% | — | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | +1.31% | +3.91% | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.65% | -0.88% | +9062.42% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | +0.68% | +28.47% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.64% | +1.10% | +10.56% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.63% | +0.70% | +18.35% | |
| 28 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.61% | -0.46% | EXIT | |
| 29 | CGGR | Cap Group Growth Equity | ETF-Other | 0.61% | -0.95% | EXIT | |
| 30 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.58% | -0.74% | EXIT | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.58% | +0.62% | +6.53% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | +0.54% | +5.45% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | +0.82% | +16.27% | |
| 34 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.53% | -0.69% | +5282.83% | |
| 35 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.51% | -0.03% | EXIT | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.50% | -0.26% | +8161.65% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.49% | +0.01% | +379.29% | |
| 38 | AMD | Advanced Micro Devices | Stock-Tech | 0.49% | +3.32% | +1.35% | |
| 39 | XLK | Ss Technology Select Sector | ETF-Tech | 0.49% | -0.42% | +16068.58% | |
| 40 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.48% | -0.39% | EXIT | |
| 41 | VUG | Vanguard Growth ETF | ETF-Other | 0.47% | -0.68% | +5961.19% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | +0.28% | +8.45% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.45% | +0.77% | +11.08% | |
| 44 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.45% | — | — | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.43% | +0.28% | +6.50% | |
| 46 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.42% | -0.82% | EXIT | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.42% | +0.39% | +13.04% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.41% | -0.38% | +1538.45% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.41% | -0.55% | +1860.01% | |
| 50 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.40% | -0.01% | +14404.09% |
According to official SEC Form 13F filings, Independent Advisor Alliance reported a total U.S. public equity portfolio value of $4.3B across 1347 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, SPYM) accounted for 22.4% of total reported equity market value during Q4 2024.
During Q4 2024, Independent Advisor Alliance's top holdings by market value included AAPL (3.2%)、NVDA (2.8%)、SPYM (2.8%). The largest single position, AAPL, represented 3.2% of total portfolio value.
In Q4 2024, Independent Advisor Alliance made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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